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Justin Benjamin Berrie

Capital Counsel LLC

New York, NY

CRD 6318009

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Employer firm

Capital Counsel LLC CRD 109001

$2.87B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Counsel Llc

527 Madison Ave., 19Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-07
  • NY RA
    APPROVED
    Since 2021-09-07

Branch Locations

527 Madison Ave., 19Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Counsel Llc New York NY 08/2009 Present
Other Names
  • Justin B. Berrie

View on SEC IAPD

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